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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
501
Steward Partners Investment Advisory
New York
$4.52M +$551K +4,190 +12%
CT
502
Caldwell Trust
Florida
$4.51M -$97.6K -742 -2%
SFG
503
SNS Financial Group
Minnesota
$4.45M +$350K +2,662 +7%
BCM
504
Buckhead Capital Management
Georgia
$4.44M +$361K +2,741 +8%
SWK
505
Stephen W. Kidder
$4.44M -$886K -6,737 -15%
FF
506
Fluent Financial
Texas
$4.42M +$1.02M +7,782 +25%
CCC
507
Chelsea Counsel Company
California
$4.41M +$55.4K +421 +1%
BG
508
Bahl & Gaynor
Ohio
$4.4M -$685K -5,210 -12%
BB
509
Busey Bank
Illinois
$4.39M -$92.9K -706 -2%
AWM
510
AE Wealth Management
Kansas
$4.36M +$1.32M +10,039 +36%
FNBT
511
FineMark National Bank & Trust
Florida
$4.35M -$3.6M -27,373 -42%
WorldQuant Millennium Advisors
512
WorldQuant Millennium Advisors
New York
$4.32M -$166K -1,263 -3%
CC
513
Cannell & Co
New York
$4.31M -$23.5K -179 -0.5%
ECM
514
Estabrook Capital Management
New York
$4.3M -$16.7K -127 -0.3%
MSAM
515
Moloney Securities Asset Management
Missouri
$4.26M +$1.18M +8,944 +32%
BFO
516
Boston Family Office
Massachusetts
$4.24M +$6.58K +50 +0.1%
SW
517
SteelPeak Wealth
California
$4.2M +$920K +6,991 +23%
BBNA
518
Bremer Bank National Association
Minnesota
$4.19M -$78K -593 -2%
SWM
519
Segment Wealth Management
Texas
$4.19M +$317K +2,410 +7%
LWCFA
520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.18M -$1.45M -11,020 -23%
Cerity Partners
521
Cerity Partners
New York
$4.17M +$40.5K +308 +0.9%
CB
522
Community Bank
New York
$4.16M +$666K +5,065 +16%
SCM
523
SKBA Capital Management
California
$4.16M +$4.8M +36,478 New
PCA
524
Personal Capital Advisors
California
$4.14M +$246K +1,868 +5%
TRCT
525
Tower Research Capital (TRC)
New York
$4.14M +$4.77M +36,269 +139,496%